Original filing (PDF)20241015141013NAL0029921633002

MOUNTAIN HORSE, LLC

Name: MOUNTAIN HORSE, LLC — MOUNTAIN HORSE, LLC 401(K) PLAN, Form 5500 (2023)
Creator: MOUNTAIN HORSE, LLC

Form 5500

FILING_RECEIVED

MOUNTAIN HORSE, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

14 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MOUNTAIN HORSE, LLC.

Plan sponsor

Name

MOUNTAIN HORSE, LLC

EIN

46-2235550all filings

Address

407 TEJON STREET SUITE H · COLORADO SPRINGS, CO · 809033781

Phone

(615) 260-7254

Industry

Wholesale Tradesee all

Plan administrator

Name

MOUNTAIN HORSE, LLC

EIN

46-2235550

City

COLORADO SPRINGS, CO

Phone

(615) 260-7254

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

No Schedule C providers reported

Investments

14 pooled funds· $391K

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

			% of plan
VANGUARD TARGET RET 2040 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001	Pooled Separate Account	$113K	28.8%
VANGUARD TARGET RET 2050 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001	Pooled Separate Account	$91K	23.4%
VANGUARD TARGET RET 2035 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001	Pooled Separate Account	$88K	22.5%
500 INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001	Pooled Separate Account	$44K	11.3%
VANGUARD HIGH DIVIDEND YLD IDX JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001	Pooled Separate Account	$33K	8.5%
VANGUARD TARGET RET 2060 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001	Pooled Separate Account	$7K	1.7%
DFA US LARGE CAP VALUE FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001	Pooled Separate Account	$6K	1.5%
CAPITAL APPRECIATION FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001	Pooled Separate Account	$4K	0.9%
FIDELITY INTERNATIONAL INDEX JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001	Pooled Separate Account	$1K	0.3%
TIAA-CREF SMALL-CAP BLEND IDX JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001	Pooled Separate Account	$1K	0.3%
VANGUARD INTERNATIONAL GROWTH JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001	Pooled Separate Account	$1K	0.3%
VANGUARD TARGET RET INCOME JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001	Pooled Separate Account	$635	0.2%
VANGUARD TARGET RET 2065 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001	Pooled Separate Account	$450	0.1%
VANGUARD TARGET RET 2045 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001	Pooled Separate Account	$400	0.1%

1–14 of 14

Related plans

Similar-size Wholesale Trade plans

HITT ENTERPRISES, INC.

HITT ENTERPRISES, INC. CASH BALANCE PLAN

PROJECT GREEN ENVIRONMENTAL SOLUTIONS, INC.

PROJECT GREEN ENVIRONMENTAL SOLUTIONS, INC. CASH BALANCE PENSION PLAN AND TRUST

DUNBAR SALES COMPANY, INC.

DUNBAR SALES COMPANY, INC. 401(K) PLAN

FLOXITE COMPANY, INC.

FLOXITE COMPANY, INC. PROFIT SHARING PLAN & TRUST

RIVERSIDE TRADING & SALVAGE INC.

RIVERSIDE TRADING & SALVAGE INC. PROFIT SHARING PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.